Upcoming Conferences – Where We Are Speaking

Kate Marples

Past Conferences   March 6, 2019 Cheyenne Reese: Chair Pacific Business and Law Institute – Cross-Border Estate Planning March 6, 2019 Cheyenne Reese: Speaker Pacific Business and Law Institute – U.S. Tax and Estate Issues: Relevant issues for individuals with U.S. citizenship February 5, 2019 Nicholas Smith: Speaker PBLI, Taxation of Common Business Transactions.“Acquisitions of Control and Effective Use of Corporate Losses” November 15, 2018 Cheyenne Reese and Christine Muckle: Speakers BC CLE Estate Planning Update, ”Expatriation – The Ultimate Planning Tool” October 23, 2018 Cheyenne Reese:…

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The First Appointment

Kate Marples

The First Appointment Receiving instructions from clients and providing advice to them in response to those instructions is at the heart of a Wills and Estate Planning practice.  Developing standard practices for an initial client interview, file opening…

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Taxation of Personal Trusts

Kate Marples

Introduction The use of trusts in estate planning gives rise to a variety of tax issues. In some circumstances the use of a trust as part of an estate plan can minimize or defer income tax liabilities, but if drafted incorrectly, or without the proper…

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When You Can’t Trust the Trust: The Scope for Reversing or Rectifying Trust Transactions

Kate Marples

I.     INTRODUCTION There are many circumstances in which a trustee may encounter a difficult situation: perhaps the express provisions of the Trust Deed or Will under which he or she is acting as a trustee are patently incorrect or poorly drafted;…

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